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Formerly Guiding Assets, Enterprising Investor is the flagship podcast of CFA Institute and the definitive program for the investment management industry. As stewards of the investment industry, Guiding Assets will feature intimate conversations with some of the most influential people from the world of finance about the topics that matter most to investment professionals. The show will also share crucial insights and best practices to help guide investors to make smart, ethical decisions. Enterprising Investor will continue to help build a better world for investors.

Host: Mike Wallberg, CFA

Producer: Mitchell Forst 

  1. All Episodes
  2. 2018
  3. 05

Technology and Innovation in Personal Financial

May 23, 2018

In Episode #332, Alex Murguia, co-founder of inStream and managing principal of McLean Asset Management, discusses the impact of technology on financial planning and wealth management. Financial planning remains a key component of many wealth management offerings and can be a point of differentiation for advisers in...

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Building Long-Term Relations with Clients through Compassionate Conversations

May 21, 2018

In Episode #331, Amy Florian, CEO of Corgenius, a consulting firm that teaches financial services professionals how to support clients in times of grief, loss, and transition, explains that grief is triggered when there is a break in an attachment. And while we tend to think of this break as the loss of a loved...

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Luck, Skill, and Behavioral Biases

May 1, 2018

In Episode #330, Michael J. Mauboussin, author of The Success Equation, considers the continuum between luck and skill as it pertains to investing. He also shares his thoughts on the price/earnings multiple as a valuation tool, the hallmarks of an effective investment process, and how professional investors might...

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